Compare · 3 funds side by side · dividends reinvested

SCHA, JEPQ and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

SCHA, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.15%+13.7%+18.2%+20.0%+5.7%−11.2%19.1%$21.5B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHA 2009 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $21.5B$13,171

SCHA

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHAMeasureJEPQ

+13.7%Year to dateJan 1 → Nov 6+3.2%

+18.2%1 yearTotal return+4.5%

+20.0%3 years · per year$10,000 became $17,285 · $16,202+17.4%

+5.7%5 years · per year$10,000 became $13,171 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.15%Trailing 12-mo yield$115 · $1,279 a year on $10k12.79%

−11.2%Worst dropSmaller is better−11.5%

19.1%VolatilityLower is calmer16.7%

SCHAJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2SCHA wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHA vs JEPQ: Top 5 Holdings

Today

SCHA

1.6%in top 5

JEPQ

in top 528.9%

SCHAStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.3%HALOnot top 5

0.3%Wnot top 5

0.3%GKOSnot top 5

0.3%AHRnot top 5

0.3%GVMXXnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHA vs JEPQ Returns, Every Period

SchwabSCHA

+18.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

SCHAJEPQFaded: behind in that period

3–0SCHA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SCHA vs JEPQ

YTD

SchwabSCHA

+13.7%

JEPQJ.P. Morgan

+3.2%

+13.7%Year to date+3.2%

−11.2%Worst drop · 1Y−11.5%

19.1%Volatility · 1Y16.7%

1.1%Yield12.8%

$21.5BAssets$42.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHA, JEPQ, VUG

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

VUG0.03%$3

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHA, JEPQ, VUG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHA1.15%$115

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHA$115 − $3 = $112

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHA, JEPQ, VUG

Today

51.9%most shared, JEPQ and VUG

SCHAJEPQVUG

SCHA—0.0%0.1%

JEPQ0.0%—51.9%

VUG0.1%51.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.2%SCHA, at 19.1% volatility

JEPQWorst drop−11.5%16.7% vol

VUGWorst drop−15.1%19.0% vol

SCHAWorst drop−11.2%19.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHA

+3.2%Year to date+13.7%

12.8%Yield1.1%

+4.5%Past year+18.2%

0.35%Fee0.03%

3–1SCHA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026